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Disclosery

RMR Wealth Builders: FTRB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RMR Wealth Builders on FTRB, newest first. How the timeline and the estimate are built.

RMR Wealth Builders held 258,829 FTRB shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 258,829 shares
    Change vs previous 13F +23,483 shares

    0.41% of the 13F portfolio, value $6,525,570.

    13F-HR 0001420506-26-001286 filed by RMR Wealth Builders
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 235,346 shares
    Change vs previous 13F +27,558 shares

    0.47% of the 13F portfolio, value $5,937,079.

    13F-HR 0001420506-26-000699 filed by RMR Wealth Builders
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 207,788 shares
    Change vs previous 13F +29,900 shares

    0.42% of the 13F portfolio, value $5,275,737.

    13F-HR 0001420506-26-000102 filed by RMR Wealth Builders
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 177,888 shares
    Change vs previous 13F +34,654 shares

    0.38% of the 13F portfolio, value $4,534,152.

    13F-HR 0001420506-25-002994 filed by RMR Wealth Builders
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 143,234 shares
    Change vs previous 13F +22,126 shares

    0.33% of the 13F portfolio, value $3,611,766.

    13F-HR 0001420506-25-001478 filed by RMR Wealth Builders
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 121,108 shares
    Change vs previous 13F +9,144 shares

    0.32% of the 13F portfolio, value $3,043,559.

    13F-HR 0001420506-25-000775 filed by RMR Wealth Builders
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 111,964 shares
    Change vs previous 13F +49,422 shares

    0.29% of the 13F portfolio, value $2,763,272.

    13F-HR/A 0001420506-25-000027 filed by RMR Wealth Builders
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 62,542 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,617,267.

    13F-HR 0001420506-24-002151 filed by RMR Wealth Builders
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).